New provisional assessment report

app/models/stats/stats_report.rb

@@ -29,6 +29,8 @@ def updatable?
                Report.new(name: :agfs_management_information_statistics, date_required: true),
                Report.new(name: :lgfs_management_information_statistics, date_required: true),
                Report.new(name: :provisional_assessment),
+               Report.new(name: :provisional_assessment_new),
+               Report.new(name: :provisional_assessment_summary),
                Report.new(name: :rejections_refusals),
                Report.new(name: :submitted_claims),
                Report.new(name: :reports_access_details, hidden: true, updatable: false)].freeze

app/services/reports/provisional_assessments_new.rb

@@ -0,0 +1,55 @@
+module Reports
+  class ProvisionalAssessmentsNew
+    COLUMNS = %w[
+      supplier_name
+      total
+      assessed
+      disallowed
+      bill_type
+      case_type
+      earliest_representation_order_date
+      case_worker
+      maat_number
+    ].freeze
+    INCLUDES = [
+      :case_type,
+      :determinations,
+      :case_workers,
+      {
+        external_user: :provider,
+        defendants: :representation_orders
+      }
+    ].freeze
+
+    def self.call(...) = new(...).call
+
+    def call
+      Claim::BaseClaim.includes(INCLUDES)
+                      .where(state: %w[authorised part_authorised])
+                      .map { |claim| format_row(claim) }.to_a
+    end
+
+    private
+
+    def format_row(claim) = summary_fields(claim) + extended_fields(claim)
+
+    def summary_fields(claim)
+      [
+        claim.provider.name,
+        claim.total_including_vat,
+        claim.amount_assessed,
+        claim.total_including_vat - claim.amount_assessed
+      ]
+    end
+
+    def extended_fields(claim)
+      [
+        claim.type.gsub('Claim::', ''),
+        claim.case_type.name,
+        claim.earliest_representation_order_date,
+        claim.case_workers.last.name,
+        claim.defendants.last.representation_orders.last.maat_reference
+      ]
+    end
+  end
+end

app/services/reports/provisional_assessments_summary.rb

@@ -0,0 +1,12 @@
+module Reports
+  class ProvisionalAssessmentsSummary < ProvisionalAssessmentsNew
+    COLUMNS = %w[
+      supplier_name
+      total
+      assessed
+      disallowed
+    ].freeze
+
+    def extended_fields(claim) = []
+  end
+end

app/services/stats/simple_report_generator.rb

@@ -21,7 +21,9 @@ def report_klass
       @report_klass ||= {
         provisional_assessment: Reports::ProvisionalAssessments,
         rejections_refusals: Reports::RejectionsRefusals,
-        submitted_claims: Reports::SubmittedClaims
+        submitted_claims: Reports::SubmittedClaims,
+        provisional_assessment_new: Reports::ProvisionalAssessmentsNew,
+        provisional_assessment_new: Reports::ProvisionalAssessmentsSummary,
       }[@report.to_sym]
     end
   end

config/locales/en/views/management_information.yml

@@ -56,6 +56,8 @@ en:
             management_information_v2_html: |
               Management information <strong class="govuk-tag govuk-tag--blue">beta</strong>
             provisional_assessment_html: Provisional assessment
+            provisional_assessment_new_html: Provisional assessment (New)
+            provisional_assessment_summary_html: Provisional assessment (New/Summary)
             rejections_refusals_html: 'Rejections/Refusals'
             submitted_claims_html: Submitted claims
             reports_access_details_html: Reports access details

spec/requests/case_workers/admin/management_information_spec.rb

@@ -68,6 +68,8 @@
          agfs_management_information_statistics
          lgfs_management_information_statistics
          provisional_assessment
+         provisional_assessment_new
+         provisional_assessment_summary
          rejections_refusals
          submitted_claims
          reports_access_details]

spec/services/reports/provisional_assessments_new_spec.rb

@@ -0,0 +1,88 @@
+require 'rails_helper'
+require File.expand_path('shared_examples_for_reports.rb', __dir__)
+
+RSpec.describe Reports::ProvisionalAssessmentsNew do
+  subject(:report) { described_class.new }
+
+  it_behaves_like 'data for an MI report'
+
+  describe '::COLUMNS' do
+    subject { described_class::COLUMNS }
+
+    it { is_expected.to eq(
+      %w[
+        supplier_name
+        total
+        assessed
+        disallowed
+        bill_type
+        case_type
+        earliest_representation_order_date
+        case_worker
+        maat_number
+      ]
+    )}
+  end
+
+  describe '#call' do
+    subject(:call) { described_class.call }
+
+    context 'with a single draft claim' do
+      before { create(:claim, :draft) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single submitted claim' do
+      before { create(:claim, :submitted) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single allocated claim' do
+      before { create(:claim, :allocated) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single rejected claim' do
+      before { create(:claim, :rejected) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single redetermination claim' do
+      before { create(:claim, :redetermination) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single authorised claim' do
+      before { create(:claim, :authorised) }
+
+      it { expect(call.length).to eq(1) }
+    end
+
+    context 'with a single part_authorised claim' do
+      let!(:claim) do
+        create(
+          :claim, :part_authorised,
+          external_user:
+        )
+      end
+      let(:external_user) { build(:external_user, provider: build(:provider, name: 'Test provider')) }
+
+      it { expect(call.length).to eq(1) }
+      it { expect(call.first.length).to eq(9) }
+      it { expect(call.first[0]).to eq('Test provider') }
+      it { expect(call.first[1]).to eq(claim.total_including_vat) }
+      it { expect(call.first[2]).to eq(claim.amount_assessed) }
+      it { expect(call.first[3]).to eq(claim.total_including_vat - claim.amount_assessed) }
+      it { expect(call.first[4]).to eq('AdvocateClaim') }
+      it { expect(call.first[5]).to eq(claim.case_type.name) }
+      it { expect(call.first[6]).to eq(claim.earliest_representation_order_date) }
+      it { expect(call.first[7]).to eq(claim.case_workers.last.name) }
+      it { expect(call.first[8]).to eq(claim.defendants.last.representation_orders.last.maat_reference) }
+    end
+  end
+end

spec/services/reports/provisional_assessments_summary_spec.rb

@@ -0,0 +1,78 @@
+require 'rails_helper'
+require File.expand_path('shared_examples_for_reports.rb', __dir__)
+
+RSpec.describe Reports::ProvisionalAssessmentsSummary do
+  subject(:report) { described_class.new }
+
+  describe '::COLUMNS' do
+    subject { described_class::COLUMNS }
+
+    it { is_expected.to eq(
+      %w[
+        supplier_name
+        total
+        assessed
+        disallowed
+      ]
+    )}
+  end
+
+  it_behaves_like 'data for an MI report'
+
+  describe '#call' do
+    subject(:call) { described_class.call }
+
+    context 'with a single draft claim' do
+      before { create(:claim, :draft) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single submitted claim' do
+      before { create(:claim, :submitted) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single allocated claim' do
+      before { create(:claim, :allocated) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single rejected claim' do
+      before { create(:claim, :rejected) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single redetermination claim' do
+      before { create(:claim, :redetermination) }
+
+      it { is_expected.to be_empty }
+    end
+
+    context 'with a single authorised claim' do
+      before { create(:claim, :authorised) }
+
+      it { expect(call.length).to eq(1) }
+    end
+
+    context 'with a single part_authorised claim' do
+      let!(:claim) do
+        create(
+          :claim, :part_authorised,
+          external_user:
+        )
+      end
+      let(:external_user) { build(:external_user, provider: build(:provider, name: 'Test provider')) }
+
+      it { expect(call.length).to eq(1) }
+      it { expect(call.first.length).to eq(4) }
+      it { expect(call.first[0]).to eq('Test provider') }
+      it { expect(call.first[1]).to eq(claim.total_including_vat) }
+      it { expect(call.first[2]).to eq(claim.amount_assessed) }
+      it { expect(call.first[3]).to eq(claim.total_including_vat - claim.amount_assessed) }
+    end
+  end
+end

spec/services/reports/shared_examples_for_reports.rb

@@ -0,0 +1,5 @@
+RSpec.shared_examples 'data for an MI report' do
+  it { expect(described_class::COLUMNS).to be_an(Array) }
+  it { expect(described_class.call).to be_an(Array) }
+  it { expect(described_class.new.call).to be_an(Array) }
+end